Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership738 shares
Latest Disclosed Value $ 216,135
Belpointe Asset Management LLC reports 22.80% increase in ownership of ELV / Elevance Health, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 738 shares of Elevance Health, Inc. (AT:ELV) valued at $216,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 601 shares of Elevance Health, Inc.. This represents a change in shares of 22.80% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 738 137 22.80 216 2.86 0.0079
2026-01-27 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 601 601 211 0.0076
2025-11-03 2025-09-30 13F Elevance Health, Inc. COM 036752103 0 -640 -100.00 0 -100.00
2025-07-22 2025-06-30 13F Elevance Health, Inc. COM 036752103 640 -61 -8.70 249 -18.69 0.0104
2025-05-20 2025-03-31 13F ANTHEM INC COM COM 036752103 701 -3,507 -83.34 305 -86.98 0.0159
2025-02-13 2024-12-31 13F ANTHEM INC COM COM 036752103 4,208 861 25.72 2,344 34.66 0.1412
2024-11-13 2024-09-30 13F ELV COM 036752103 3,347 -444 -11.71 1,740 -15.29 0.1044
2024-08-02 2024-06-30 13F ANTHEM INC COM COM 036752103 3,791 2,186 136.20 2,054 146.88 0.1433
2024-05-08 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,605 104 6.93 832 17.51 0.0623
2024-02-13 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,501 -605 -28.73 708 -22.79 0.0622
2023-11-15 2023-09-30 13F ELEVANCE HEALTH COM 036752103 2,106 306 17.00 917 14.77 0.0950
2023-08-15 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,800 -3,768 -67.67 800 -68.79 0.0846
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 5,568 3,076 123.43 2,560 100.31 0.1383
2023-02-08 2022-12-31 13F ELEVANCE HEALTH COM 036752103 2,492 -918 -26.92 1,278 -17.50 0.0772
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 3,410 2,531 287.94 1,549 265.33 0.1047
2022-08-02 2022-06-30 13F ELEVANCE HEALTH COM 036752103 879 -369 -29.57 424 -30.83 0.0284
2022-04-28 2022-03-31 13F ANTHEM COM 036752103 1,248 103 9.00 613 15.44 0.0371
2022-02-15 2021-12-31 13F ANTHEM COM 036752103 1,145 0 0.00 531 24.36 0.0331
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 1,145 -29 -2.47 427 -4.69 0.0291
2021-08-09 2021-06-30 13F ANTHEM COM 036752103 1,174 17 1.47 448 7.95 0.0322
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 1,157 176 17.94 415 31.75 0.0355
2021-02-16 2020-12-31 13F ANTHEM COM 036752103 981 -112 -10.25 315 7.14 0.0283
2020-11-13 2020-09-30 13F/A-1 ANTHEM COM 036752103 1,093 47 4.49 294 6.91 0.0327
2020-11-13 2020-09-30 13F ANTHEM COM 036752103 1,120 254
2020-07-20 2020-06-30 13F ANTHEM COM 036752103 1,046 -74 -6.61 275 8.27 0.0356
2020-07-20 2020-03-31 13F ANTHEM COM 036752103 1,120 276 32.70 254 -0.39 0.0445
2020-02-18 2019-12-31 13F ANTHEM COM 036752103 844 22 2.68 255 29.44 0.0324
2020-01-16 2019-09-30 13F ANTHEM COM 036752103 822 -78 -8.67 197 -22.44 0.0319
2019-11-22 2019-06-30 13F ANTHEM COM 036752103 900 -1,457 -61.82 254 -62.43 0.0500
2019-06-11 2019-03-31 13F ANTHEM COM 036752103 2,357 1,367 138.08 676 160.00 0.1320
2019-03-06 2018-12-31 13F ANTHEM COM 036752103 990 -288 -22.54 260 -25.71 0.0659
2018-11-23 2018-09-30 13F ANTHEM COM 036752103 1,278 -49 -3.69 350 10.76 0.0554
2018-08-06 2018-06-30 13F ANTHEM COM 036752103 1,327 0 0.00 316 8.22 0.0883
2018-08-06 2018-03-31 13F ANTHEM COM 036752103 1,327 -300 -18.44 292 -20.22 0.0851
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 1,627 0 0.00 366 18.45 0.0802
2017-11-16 2017-09-30 13F ANTHEM COM 036752103 1,627 1,627 309 0.0723
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.